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AMC

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					Return (%)
Scheme Name	Category	Launch Date	AUM (Crore)	Expense Ratio (%)	YTD	1 Mon	3 Mon	6 Mon	1 Yr	3 Yrs	5 Yrs	10 Yrs	Since Launch	Action
WhiteOak Capital Pharma and Healthcare Fund Regular Plan Growth	Equity: Sectoral-Pharma and Healthcare	06-02-2024	30.36	2.37	-6.25	0.95	0.58	-0.05	26.66	-	-	-	22.06
WhiteOak Capital Banking & Financial Services Fund - Regular Growth	Equity: Sectoral-Banking and Financial Services	06-02-2024	35.98	2.39	4.51	3.98	9.94	4.45	16.46	-	-	-	15.29
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth	Hybrid: Multi Asset Allocation	12-05-2023	167.23	1.78	5.43	2.88	4.96	5.84	16.13	-	-	-	17.26
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth	Equity: ELSS	14-10-2022	34.11	2.34	-4.84	2.65	2.55	-2.37	12.44	-	-	-	21.11
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	Hybrid: Dynamic Asset Allocation	10-02-2023	138.77	2.12	0.9	2.75	3.85	2.07	11.67	-	-	-	16.06
WhiteOak Capital Multi Cap Fund Regular Plan Growth	Equity: Multi Cap	22-09-2023	156.25	2.1	-5.66	2.99	2.18	-3.16	11.07	-	-	-	22.16
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth	Equity: Flexi Cap	05-08-2022	439.95	1.88	-3.83	3.04	3.19	-2.12	10.74	-	-	-	19.4
WhiteOak Capital Mid Cap Fund Regular Plan Growth	Equity: Mid Cap	07-09-2022	274.46	1.96	-9.1	2.82	1.07	-5.36	10.68	-	-	-	22.77
WhiteOak Capital Large Cap Fund Regular Plan Growth	Equity: Large Cap	01-12-2022	77.7	2.28	-0.39	3.38	4.5	-0.64	10.61	-	-	-	15.98
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth	Equity: Large and Mid Cap	22-12-2023	152	2.13	-4.22	3.18	3.39	-2.64	9.81	-	-	-	15.54
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth	Hybrid: Balanced	27-10-2023	16.77	2.11	-0.01	2.38	3.31	0.62	9.49	-	-	-	15.39
WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Debt: Liquid	05-01-2019	38.81	0.3	2.4	0.58	1.8	3.57	7.19	6.65	5.16	-	5.37
WhiteOak Capital Ultra Short Duration Fund- Regular plan-Growth Option	Debt: Ultra Short Duration	06-06-2019	39.52	1.02	2.45	0.73	1.93	3.56	7.03	6.2	5.15	-	5.18
WhiteOak Capital Special Opportunities Fund - Regular Growth	Equity: Thematic-Others	04-06-2024	78	2.3	-5.19	2.67	3.34	-0.68	-	-	-	-	14.4
WhiteOak Capital Arbitrage Fund Regular Plan Growth	Hybrid: Arbitrage	09-09-2024	37.4	1.13	2.6	0.64	1.94	3.74	-	-	-	-	4.44
WhiteOak Capital Digital Bharat Fund Regular Plan Growth	Equity: Sectoral-Technology	11-10-2024	29.2	2.37	-13.01	2.48	-3.56	-3.74	-	-	-	-	-7.65
WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth	Equity: Thematic-ESG	30-10-2024	6	2.32	-1.02	3.41	3.96	-	-	-	-	-	0.64
WhiteOak Capital Quality Equity Fund Regular Plan Growth	Equity: Thematic-Others	29-01-2025	36.3	2.35	-	2.73	1.23	-	-	-	-	-	1.23
WhiteOak Capital Equity Savings Fund Regular Plan Growth	Hybrid: Equity Savings	12-03-2025	0	2.04	-	1.82	-	-	-	-	-	-	3.69